Carson Wealth (CWM LLC)
FRD icon

Carson Wealth (CWM LLC)’s Friedman Industries FRD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FRD Stock Details FRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.98K Buy
168
+145
+630% +$2.74K ﹤0.01% 5186
2025
Q4 		$0 Buy
23
+2
+10% +$41 ﹤0.01% 5450
2025
Q3 		$0 Buy
+21
New +$385 ﹤0.01% 5365

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FRD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Friedman Industries (FRD) stake by 630% in Q1 2026, buying an estimated $2.74K and bringing the position to 168 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #5186.

Carson Wealth (CWM LLC) first reported a position in FRD in Q3 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold FRD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 168 shares of Friedman Industries worth $2.98K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 145 Friedman Industries shares in Q1 2026, an estimated $2.74K.
  • Friedman Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5186 holding.
  • Carson Wealth (CWM LLC) first reported a position in Friedman Industries in Q3 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Friedman Industries as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.